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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,979 | $65,072-46.2% | $66,439-47.4% | $65,306-46.4% |
| Participation rate | 31.9% | 69.1%-37.2pp | 74.5%-42.6pp | 57.7%-25.8pp |
| Annual return | 5.14% | 21.50%-16.4pp | 757.66%-752.5pp | 21.94%-16.8pp |
| Employer contribution / active EE | $694 | $2,475-72.0% | $2,637-73.7% | $1,967-64.7% |
| Participant deferral / active EE | $835 | $3,234-74.2% | $3,876-78.5% | $2,959-71.8% |
| Admin fee / account holder | $4,837 | $1,323+265.6% | $6,173-21.6% | $3,480+39.0% |